2014-12-01T09:06:36-06:00 2014-06-30 LBA Certified Public AccountantsPA 501 Riverside Ave Suite 800 Jacksonville FL 322024939 990 2013-07-01 596002520 Jacksonville Symphony Association Inc % HOLLY BRYAN JACK 9043545479 300 West Water Street Suite 200 Jacksonville FL 32202 HOLLY BRYAN VP of Finance 9043545479 2014-11-15 true Harry M Parsons Jr P00285870 9043545479 2013 2015-11-30 17:44:51Z DAVID L PIERSON 300 W WATER ST STE 200 JACKSONVILLE FL 32202 12268182 false X www.jaxsymphony.org X 1950 FL SEE SCHEDULE O 40 40 306 435 77410 3454772 5649545 2760713 3307653 216240 158966 212720 164066 6644445 9280230 0 0 0 0 5578506 5605244 0 0 389524 2538170 3468887 8116676 9074131 -1472231 206099 9602601 10645450 3893942 4341963 5708659 6303487 TO PRESENT ARTISTICALLY EXCELLENT CLASSICAL AND OTHER ORCHESTRAL PERFORMANCES FOR THE ENJOYMENT, EDUCATION AND ENRICHMENT OF AN EVER-INCREASING DIVERSE AUDIENCE, WHILE MAINTAINING FISCAL INTEGRITY. false false 7286387 3194602 INDOOR CONCERT SERIES 124936 113051 YOUTH MUSIC PROGRAM 7411323 true true false false false false false false false true true true false false false true true false false false false false false false true false false false false true false false false false false false false false true false false false false true false false false true 60 0 true 306 true true true false false false false true true false false false false X 40 40 false false false false false false false true true false false false true false true false true true true false FL X HOLLY BRYAN 9043545479 300 W WATER ST STE 200 JACKSONVILLE FL 32202 Allene Groote GUILD President 0.5 X 0 0 0 Don Baldwin Director 0.5 X 0 Gurmeet Keaveny Director 0.5 X 0 Richard H Pierpont Immediate Past Chair 0.5 X X 0 Anne Hopkins PhD DIRECTOR 0.5 X 0 Elizabeth Lovett Colledge DIRECTOR 0.5 X 0 H W Goodall Director 0.5 X 0 Andrew E Harold Jr DIRECTOR 0.5 X 0 Lynn Alligood DIRECTOR 0.5 X 0 Margaret Gomez DIRECTOR 0.5 X 0 Martin F Connor III Chair 0.5 X X 0 Michael Imbriani Brass President 0.5 X 0 Randy Johnson DIRECTOR 0.5 X 0 Kiki Karpen DIRECTOR 0.5 X 0 Allison Keller DIRECTOR 0.5 X 0 Kay Nichols Director 0.5 X 0 Anne L Lufrano dIRECTOR 0.5 X 0 Brad King dIRECTOR 0.5 X 0 Mary Ellen Smith dIRECTOR 0.5 X 0 Matthew S McAfee Vice Chair 0.5 X X 0 John Malone dIRECTOR 0.5 X 0 Ross T Krueger MD dIRECTOR 0.5 X 0 Randall C Tinnin DMA director 0.5 X 0 Clay B Tousey Jr director 0.5 X 0 Terry R West Director 0.5 X 0 R Chris Doerr Director 0.5 X 0 Peter B Wright Orchestra Representative 0.5 X 0 Rick Moyer Treasurer 0.5 X X 0 J F Bryan IV Director 0.5 X 0 Martha Barrett Director 0.5 X 0 Frederick W Schantz Secretary 0.5 X X 0 Candice Bobeck Director 0.5 X 0 Barbara Darby EdD Director 0.5 X 0 Mark Spatola MD Director 0.5 X 0 David Strickland Director 0.5 X 0 Wayne Young Director 0.5 X 0 Claudia Minch Director 0.5 X 0 Gwendolyn Yates Director 0.5 X 0 Holly Bryan Vice President of Finance 39.0 1.0 X 71554 5645 David Pierson president 40.0 X 83125 335 Fabio Mechetti conductor 40.0 X 144767 17179 299446 0 23159 1 false true false 0 269128 558378 406491 4415548 353097 5649545 INDOOR CONCERT SERIES 3194602 3194602 YOUTH MUSIC PROGRAMS 113051 113051 3307653 133087 133087 0 0 0 0 0 2852359 19174 2829664 15990 22695 3184 25879 25879 184238 269128 142298 41940 41940 0 0 PROGRAM ADVERTISING REVENUE 900099 77410 77410 OTHER INCOME 900099 44716 44716 122126 9280230 3307653 77410 245622 0 0 0 0 287100 182100 105000 0 4092361 3199875 687868 204618 224202 224202 618156 521197 66051 30908 383425 297445 66809 19171 0 0 27750 27750 0 0 0 0 989356 988910 446 106248 92594 13654 0 0 200836 180106 20730 0 0 0 19371 19371 0 30234 8221 22013 114028 79657 34371 GUEST ARTISTS 685664 685664 CONCERT PRODUCTION COSTS 988667 988667 DEVELOPMENT & DONOR EXPENSES 120727 120727 OTHER EXPENSES 186006 55279 130727 9074131 7411323 1273284 389524 84732 281720 142221 93000 848341 553643 140785 119416 0 0 0 0 0 0 0 0 243544 235046 1592059 1518655 69766 73404 0 0 8073212 9017231 0 0 0 0 0 271990 9602601 10645450 366586 472653 0 0 1236117 1186417 0 0 0 0 0 0 0 0 2291239 2682893 0 0 3893942 4341963 X 4623758 5608011 1084901 695476 0 0 5708659 6303487 9602601 10645450 X 206099 388729 X false true X true false X 4451084 4426431 4290793 3444129 4738070 21350507 0 0 4451084 4426431 4290793 3444129 4738070 21350507 1727586 19622921 263620 259743 214097 216240 158966 1112666 0 137601 133132 135868 124692 122126 653419 23116592 14231883 0.84887 0.82154 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8151526 930000 544346 565120 1284 9059468 7619148 933955 391760 9817 8151526 7599092 15599 387007 378475 4075 7619148 7806417 240484 378008 69801 7599092 7068514 200000 930463 349722 42838 7806417 1.00000 true false 344953 344953 819059 776165 42894 428047 397537 30510 73404 CORPORATE BONDS 1298949 F CORPORATE STOCK 3163578 F MERRILL LYNCH MONEY MARKET 10180 F MUTUAL FUNDS - FIXED INCOME 0 F REGIONS MONEY MARKET 15487 F WELLS FARGO MONEY MARKET 594622 F BANK OF AMERICA MONEY MARKET 78049 F EVERBANK MONEY MARKET 102153 F SUNTRUST MONEY MARKET 1430755 F US TREASURY BONDS 264834 F CD - SUNTRUST 937093 F U.S. TREASURY NOTES 1121531 F 9017231 0 0 X 10196227 388729 368980 158288 915997 9280230 9280230 9601399 368980 158288 527268 9074131 9074131 PART V, LINE 4 THE ENDOWMENT FUND REPRESENTS FUNDS THAT ARE EITHER DESIGNATED FOR A PARTICULAR USE BY THE BOARD OF DIRECTORS OR ARE SUBJECT TO RESTRICTIONS BY THE DONOR OR GRANTOR. INCOME FROM ENDOWMENT INVESTMENTS MAY BE USED FOR SUPPORT OF ASSOCIATION OPERATIONS. PART X, LINE 2 THE ASSOCIATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220-13 OF THE FLORIDA STATUTES, RESPECTIVELY. THE SYMPHONY EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION TAKEN IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE. THE SYMPHONY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE SYMPHONY HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. AT JUNE 30, 2014, THE SYMPHONY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011. AS OF AND FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, THE SYMPHONY DID NOT HAVE A LIABLITY FOR UNRECOGNIZED TAXES. THE SYMPHONY HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. PART XI, LIND 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B $142,298 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $ 15,990 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $158,288 $119,275 PART XII, LINE 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B $142,298 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $ 15,990 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $158,288 PART V, LINE 3A ENDOWMENT FUNDS NOT IN THE POSSESSION OF THE ORGANIZATION ARE HELD BY THE JACKSONVILLE COMMUNITY FOUNDATION. THE ORGANIZATION WILL RECEIVE AN ANNUAL TRANSFER OF INCOME FROM THE FUND. Farewell Gala 279675 239772 39903 67372 Queens Harbour 64180 21230 42950 22111 13 109511 8126 101385 52815 453366 269128 184238 142298 142298 41940 false false false false false false false false false Fabio Mechetti conductor 144767 17179 161946 X 1 271990 FMV X Music Scores 1 50000 FMV X Piano 1 9500 FMV X Postcards, invitations 3 4858 FMV X Auction items 40 3793 FMV X Photo Booth 1 1380 FMV X Food and beverages 3 11576 FMV false false false FORM 990, PART I, LINE I TO PRESENT ARTISTICALLY EXCELLENT CLASSICAL AND OTHER ORCHESTRAL PERFORMANCES FOR THE ENJOYMENT, EDUCATION AND ENRICHMENT OF AN EVER-INCREASING DIVERSE AUDIENCE, WHILE MAINTAINING FISCAL INTEGRITY. FORM 990, PART VI, SECTION B, LINE 11 WHEN FORM 990 IS FINALIZED THE FORM IS SUBMITTED FOR REVIEW TO THE VICE PRESIDENT OF FINANCE, AND IT IS PROVIDED TO THE BOARD OF DIRECTORS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C Compliance with the conflict of interest policy is monitored in accordance with the organization's code of ethics. Prior to board or any commitee action involving a conflict of interest, a board member or any committee member having a conflict of interest who is in attendance at a meeting shall disclose all facts material to the conflict of interest. Such disclosure shall be reflected in the minutes of the meeting. A board, executive committee, or other committee member who plans not to attend a meeting at which he or she has reason to believe that the board, executive commitee, or other committee will act on a matter in which the person has a conflict of interest shall disclose to the chair of the meeting all facts material to the conflict of interest. The chair shall report disclosure at the meeting and the disclosure shall be reflected in the minutes of the meeting. A person with conflict of interest shall not participate in or be permitted to hear the board, executive committee, or committee's discussions of the matter except to disclose material facts and to respond to the questions. In addition, the person who has a conflict of interest with respect to a contract or transaction that will be voted on at a meeting shall not be counted in determining the presence of a quorum for purposes of the vote, nor shall he or she be present in the meeting room when the vote is taken unless the vote is by secret ballot. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS APPROVED BY THE BOARD CHAIR. SALARIES FOR VICE PRESIDENT OF FINANCE AND KEY EMPLOYEES ARE APPROVED BY THE BOARD OF DIRECTORS. TOTAL SALARIES ARE MONITORED AS A PART OF THE BUDGETING PROCESS AND APPROVAL BY THE FINANCE COMMITTEE AND FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 JACKSONVILLE SYMPHONY ASSOCIATION, INC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE AT 300 WEST WATER STREET, JACKSONVILLE, FL. Form 990, Part XII, LINE 2C THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR. FIRST COAST NUTCRACKER BALLET iNC 300 W water street suite 200 jacksonville FL 32202 592984218 Cultural FL 501(C)(3) LINE 7 NA false JACKSONVILLE SYMPHONY FOUNDATION 300 W water street suite 200 jacksonville FL 32202 205180812 FINL ASSIST FL 501(C)(3) LINE 11 NA false false false false false false false false false false false false false false false false false false true